Remote Client Concierge & CRM Specialist

Assetara Limited; Leeds; On-site; GBP 32,000 - 48,000; Full time

Job summary

Assetara Limited in Leeds is seeking a Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will act as the primary contact for clients, delivering professional, concierge-level account assistance within approved tools while ensuring strict compliance.

Responsibilities include client communication, scheduling calls, reviewing portfolio context, guiding platform navigation, maintaining accurate CRM notes, and escalating red flags according to policy.

Qualifications

• Proven ability to communicate professionally within the Assetara workspace and approved tools.
• Experience with CRM administration and client data handling.
• Strong awareness of compliance, privacy, and anti-fraud controls.
• Demonstrated time management and disciplined remote work habits.

Responsibilities

• Provide professional, warm, and concise client communication exclusively within the Assetara platform.
• Deliver scheduled client calls, review portfolio context, and assist platform navigation.
• Prioritize unread client threads, manage SLA-related tasks, and conduct proactive outreach within policy.
• Maintain accurate client notes in the CRM without exposing personal data.
• Identify and escalate red flags or compliance issues according to company rules.

Skills

Client communication

CRM administration

Compliance awareness

Time management

Remote collaboration

Tools

CRM software

Job description

Assetara Limited in Leeds is seeking a Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will act as the primary contact for clients, delivering professional, concierge-level account assistance within approved tools while ensuring strict compliance.

Responsibilities include client communication, scheduling calls, reviewing portfolio context, guiding platform navigation, maintaining accurate CRM notes, and escalating red flags according to policy.